See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,297 | $210,648-87.0% | $177,989-84.7% | $145,922-81.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.23% | 385.86%-372.6pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,218 | $4,565-73.3% | $3,949-69.2% | $4,660-73.9% |
| Participant deferral / active EE | $1,474 | $6,958-78.8% | $6,276-76.5% | $6,688-78.0% |
| Admin fee / account holder | $2,777 | $12,013-76.9% | $10,363-73.2% | $13,397-79.3% |